1. Non-Compete: Restrictions on competitive activities, used when parties want to prevent competition in specific markets

2. Training and Support: Details of any training or support provided by either party, included when there's a significant operational component

3. Marketing and Branding: Guidelines for using each party's branding and marketing materials, included when joint marketing is contemplated

4. Service Levels: Specific performance metrics and standards, used in more sophisticated referral arrangements

5. Dispute Resolution: Specific dispute resolution procedures, included when parties want alternative dispute resolution mechanisms

6. Insurance Requirements: Specific insurance coverage requirements, included for high-value or high-risk referral arrangements

7. Audit Rights: Rights to audit referral records and payments, included in complex or high-value arrangements

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of referral fees, commission tiers, and calculation methods

2. Schedule 2 - Referral Process Flow: Detailed workflow and procedures for making and processing referrals

3. Schedule 3 - Compliance Requirements: Specific regulatory requirements and compliance procedures

4. Schedule 4 - Reporting Templates: Standard forms and templates for referral reporting and tracking

5. Schedule 5 - Approved Marketing Materials: Pre-approved marketing materials and usage guidelines

6. Appendix A - Data Processing Agreement: Detailed GDPR-compliant data processing terms and procedures

7. Appendix B - Contact Details: Key contact information for both parties and escalation procedures